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TheLivelyShowBecomingFinanciallyProactive

Today on The Lively Show we are getting proactive with our money!

I’m talking with Mary Beth Storjohann, of Workable Wealth, about how we can best use our money in our 20′s, 30′s, and 40′s.

Mary Beth is a financial coach providing accountability to her clients, and has been featured in many major news outlets including The Wall Street JournalForbes, NBC, and MSN Money.

In the show, we discuss how to prepare financially for big life transitions like planning a wedding, buying a home, having a baby, or being self-employed full-time.

Plus, Mary Beth shares her advice for couples who have merged (or not merged) their finances.

This episode is perfect for anyone who is looking to become proactive about their money, wants to merge finances with a partner, or is self-employed.

 

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IN THIS EPISODE YOU’LL FIND OUT ABOUT

 

  • How Mary Beth became a financial planner and later decided to go on her own to work with Gen Y clients.
  • The steps we should take to be proactive about big life transitions like planning a wedding, buying a home, or having a baby. 
  • The conversations to have with your partner before deciding to get married.
  • Mary Beth’s advice for couples who merge finances and those who don’t.
  • The financial and legal steps to take when preparing to have a baby.
  • The personal financial steps soon-to-be and full-time entrepreneurs should take.
  • The biggest money habits we should change.
  • What Mary Beth would tell someone just starting out on this journey.

 

SHOW NOTES

 

The Lively Show epsisode with Eric Williams about debt reduction

Bridal Bargains

Newlywed Money Bootcamp

Mint.com

 

LISTEN TO THE SHOW

 

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Want more? Check out past Lively Show episodes here.

 

PS – Are you coming to the Chicago meet up? If you want to come hang out and have dinner at my last Chicago meet up on July 21st at 7pm, please RSVP at jess(at)with-intention.com. Once I get your RSVP, I’ll send you the restaurant location and details.

 

  • JoAnne Henein

    Perfect timing for me! Thanks for targeting all the major milestones in financial life and all the best for the move to TX! Yee-haw!

  • That is so great to hear, JoAnne! I’m glad you enjoyed the show and found it helpful. : )

  • Pingback: Why did I Start Brightwater Financial?()

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